Hi! I'm new to MYOB. I've created bills (e.g. employee expensing a coffee meeting expense with a client) and after submitting them as part of a previous BAS, I've paid these bills through a bank transfer to the employee's bank account. I cannot seem to do a Match Existing Record. When I do so, it puts that specific bill Out of Balance. Appreciate any assistance.
Hi imanalac,
Welcome to MYOB! Totally normal to feel a bit lost when you’re still getting used to everything. When things go out of balance, it’s usually because the transaction types don’t quite match. The first thing I’d check is how the transaction was recorded. Is the bill showing Open or Paid? That’s our starting point.
From there, it might be a matter of deleting the bill or the recorded payment so you can properly match the bank transaction to the payment. Ideally, if you’ve used Pay bills to record the payment, the bill should be closed automatically, and you normally won’t have any trouble matching the bank transaction to the bill payment. I’ll pop up some handy links below to walk you through what might’ve caused the issue. And as always, it’s a good idea to chat with an accountant, especially for expenses like anything employee-related.
Cheers,
Princess
